Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,900 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,179 | $69,745+27.9% | $67,511+32.1% | $74,546+19.6% |
| Participation rate | 86.2% | 71.3%+14.8pp | 72.9%+13.3pp | 67.2%+19.0pp |
| Annual return | 12.53% | -40.37%+52.9pp | 3517.41%-3504.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,433 | $2,705-10.1% | $2,733-11.0% | $2,624-7.3% |
| Participant deferral / active EE | $4,682 | $3,636+28.8% | $4,000+17.0% | $4,347+7.7% |
| Admin fee / account holder | $23 | $894-97.4% | $3,999-99.4% | $1,944-98.8% |